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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-12-2021
- Office Locations
- 3
Office Locations
About Cogentblue
CogentBlue is a fee-only, fiduciary RIA providing integrated “Private CFO” wealth management for individuals and families, often during major life transitions. The firm leads with comprehensive, values-based financial planning plus tax-aware guidance and ongoing reviews with monthly reporting. Portfolios emphasize low-cost, broadly diversified, long-term investing across global asset classes. Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between July 22, 2025 and September 10, 2026, reported AUM increased 7.1%, from $566.0M to $606.0M.
Across 5 reported observations, AUM increased 502.9% between August 31, 2022 and September 10, 2026, from $100.5M to $606.0M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 4 advisory representatives and 118 clients, or 29.5 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on September 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cogentblue record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WESLEY SPAULDING BROWN
Chief Compliance Officer, President
- CRD
- #5422855
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT VERNE BOLEN
Director
- CRD
- #1557289
Savannah Rose Cooper
Lead Financial Planner
- CRD
- #6584490
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,307,273 | $1,451,576 |
| Non-Discretionary | $724,946 | $724,946 |
| Total | $606,032,219 | $1,449,838 |
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Separately Managed Accounts
SMA allocation detail is available
Cogentblue has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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Cogentblue's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.